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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
The Follow Up Boss modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to watch, create, update, list, retrieve, and delete the contacts, tasks, calls, deals, notes, and appointments in your Follow Up Boss account.
To get started with Follow Up Boss app, create an account at app.followupboss.com.
For the list of available endpoints, refer to the Follow Up Boss API Documentation.
Connect Follow Up Boss to Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes.
To connect your Follow Up Boss account to Boost.space Integrator, you must obtain the API Key from your Follow Up Boss account and insert it in the Create a Connection dialog in the Boost.space Integrator modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve..
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Log in to your Follow Up Boss account and open your Dashboard.
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Click AdminA user role in Boost.space with comprehensive system access, including the ability to add, remove, and manage all system levels. Admins can oversee all users, configure system settings, create custom fields, and manage modules and addons. Admin can also access Integrator and manage automations. > More > API.
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Click Show and Copy the API Key to your clipboard.
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Log in to your Boost.space Integrator account, add any Follow Up Boss module scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click the Add button next to the Connection field.
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In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied in step 3, and click Save.
The connection has been established.
Build Follow Up ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
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Watch New Contact
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Watch Tags Added to a Contact
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Watch Contact Stage Updated
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Search Contacts
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Get a Contact
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Create a Contact
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Update a Contact
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Add Tags to a Contact
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Delete a Contact
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Search Tasks
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Get a Task
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Create a Task
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Update a Task
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Delete a Task
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Apply an Action Plan to a Contact
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Update an Action Plan for a Contact
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Search Calls
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Get a Call
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Log a Call
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Watch New Deal
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Watch Deal Stage Updated
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Search Deals
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Get a Deal
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Create a Deal
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Update a Deal
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Delete a Deal
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Search Notes
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Get a Note
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Create a Note
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Update a Note
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Delete a Note
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Watch Appointment Created
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Watch New Webiste Event
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Create an Inquiry or a Website Event
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Make an API Call